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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Sanofi - American Depositary Shares
(NQ:
SNY
)
47.04
+0.84 (+1.82%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 30, 2026
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Roche's Investigational Drug For Relapsing Multiple Sclerosis Reduces Brain Lesions, Data Shows
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May 15, 2023
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May 12, 2023
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May 12, 2023
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May 12, 2023
The monoclonal antibody shot significantly reduced the risk of hospitalization in babies.
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April 28, 2023
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April 26, 2023
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What Wall Street Is Saying About Disney Ahead Of Earnings
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May 10, 2023
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Fabry Disease Treatment Showdown: Protalix Bio's Elfabrio Joins the Ranks of Sanofi and Amicus Therapeutics
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May 10, 2023
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Sanofi (NASDAQ: SNY) Climbs to New 52-Week High
April 21, 2023
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AbbVie Stock Shows Improved Relative Price Strength
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April 13, 2023
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7 Stock Upgrades and Downgrades Alerts You Cannot Ignore
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May 04, 2023
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European Union's Amended COVID-19 Vaccine Deal with Pfizer-BioNTech: Near-Monopoly Status Potential Threat to Rivals
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May 01, 2023
The European Union bloc is reportedly negotiating an amended deal with Pfizer Inc (NYSE: PFE) and BioNTech SE (NASDAQ: BNTX) for around 70 million COVID-19 vaccine doses, despite the European public...
Via
Benzinga
Sanofi In-Licenses Pompe Disease Therapy From Privately-Held Maze Therapeutics For $150M Upfront
↗
May 01, 2023
Maze Therapeutics has signed an exclusive worldwide license agreement with Sanofi SA (NASDAQ: SNY) for Maze's glycogen synthase 1 (GYS1) program, including clinical candidate MZE001, which is currently...
Via
Benzinga
Could Government Drug-Price Negotiations Sound The Death Knell For Biotech Stocks?
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April 28, 2023
Experts fear a change in how Medicare buys drugs could slam biotech and pharma companies.
Via
Investor's Business Daily
Sanofi Posts Upbeat Q1 Earnings, Sales Buoyed By Blockbuster Dupixent Sales
↗
April 27, 2023
French drugmaker Sanofi SA (NASDAQ: SNY) reported an 8.7% Y/Y (+9.3% on constant currency) rise in
Via
Benzinga
US Stocks Eye Higher Open As Meta Q1 Uplifts Tech Sector: Analyst Says 'No Earnings Recession In Cards Yet'
↗
April 27, 2023
Tech earnings could come to the market’s rescue on Thursday, with all major index futures currently trading higher.
Via
Benzinga
Earnings Scheduled For April 27, 2023
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April 27, 2023
Companies Reporting Before The Bell • Cazoo Gr (NYSE:CZOO) is expected to report earnings for its first quarter.
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Johnson & Johnson Unleashes Kenvue: Tylenol to Neutrogena, $40B Revenue Unit Spinoff Preps for IPO Blitz
↗
April 24, 2023
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Benzinga
United Nations' Specialized Agency In Preliminary Talks With Takeda For Dengue Vaccine, Currently Under FDA Review
↗
April 21, 2023
The Pan American Health Organization (PAHO) is reportedly in early talks with Takeda Pharmaceutical Co Ltd (NYSE: TAK) regarding the potential orders of its dengue vaccine, TAK-003.
Via
Benzinga
Tiziana Life Sciences Has Only Fully Human Anti-CD3 mAB In Clinical Studies, Could Be Poised To Improve Care For Patients With Severe Multiple Sclerosis
↗
April 19, 2023
Tiziana Life Sciences (NASDAQ: TLSA), a London-based biotechnology company, is developing a first-in-class drug, Foralumab. Foralumab is the only fully human anti-CD3 monoclonal antibody (mAb) at the...
Via
Benzinga
Cancer And Diabetes Remain Among The Deadliest And Most Debilitating Diseases — Is Gene Therapy The Solution? One Company, Genprex, Inc. (NASDAQ: GNPX), Thinks So
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April 18, 2023
On their own, cancer or diabetes can be debilitating and deadly. The two are common diseases with tremendous impact on health worldwide.
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3 Healthcare Dividend Payers With Big Price Growth
April 14, 2023
Sanofi, AstraZeneca and Smith & Nephew all boast price performance better than about 80% of the broader market, and all are dividend payers.
Via
MarketBeat
Treatments For Non-Active Secondary Progressive Multiple Sclerosis Remain Scarce – Tiziana Life Sciences' (NASDAQ: TLSA) First-In-Class Foralumab Is Showing Promise
↗
April 12, 2023
Research is being done into whether there might be treatments that tackle Multiple Sclerosis (MS) through immunosuppression and a reduction of patient neuroinflammation. Anti-CD3 monoclonal antibodies...
Via
Benzinga
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